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  • Better Proposals logoBetter Proposals logo
  • Microsoft Outlook logoMicrosoft Outlook logo
  • Maximizer CRM logoMaximizer CRM logo
  • Better Proposals logoBetter Proposals logo
  • Microsoft Outlook logoMicrosoft Outlook logo
  • Maximizer CRM logoMaximizer CRM logo

Better Proposals + Microsoft Outlook + Maximizer CRM

Better Proposals + Microsoft Outlook + Maximizer CRM

Better Proposals + Microsoft Outlook integrations

Create Maximizer notes and email drafts in Microsoft Outlook when new proposals are paid in Better Proposals

With this seamless workflow in place, you can automatically generate detailed Maximizer notes and draft personalized follow-up emails whenever a new Better Proposals proposal is successfully paid. Streamline your workflow, nurture client relationships, and close deals with ease. Experience the power of automation today and take your sales game to the next level!

  1. When this happens...
    Proposal Paid
    Proposal Paid
    Proposal PaidTriggers when a proposal is paid.
  2. automatically do this...
    Create Note
    Create Note
    Create NoteCreates new Note for Address Book/Opportunity/Lead/Case entry
  3. then do this!
    Create Draft Email
    Create Draft Email
    Create Draft EmailCreates a draft of an email that can then be reviewed and sent out.
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More things you can do with these apps

Discover other triggers and actions you can use with Better Proposals, Maximizer CRM, and more

  • Better Proposals triggers, actions, and search
    New Proposal

    Triggers when a new proposal is created.

    Trigger
    Polling
    Try It
  • Maximizer CRM triggers, actions, and search
    New or Updated Address Book Entry (Via Webhook)

    Triggers when an Address Book entry is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.

    Trigger
    Instant
    Try It
    • Company
      Required
    • Short Description
    • Brand
    • Cover
    • Template
    • Currency
    • Add Tax to the Proposal?
    • Tax Name (e.g. VAT, IVA, GST)
    • Tax Percentage
    • Recipient First Name
    • Recipient Last Name
    • Recipient Email Address
    • Eligible to Sign
    Action
    Write
  • Maximizer CRM triggers, actions, and search
    New or Updated Appointment (Via Webhook)

    Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.

    Trigger
    Instant
    Try It
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About Better Proposals
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
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About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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About Maximizer CRM
Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.
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